CRM

realizeit
Stratege/Strategin

Merging Contacts

lösung

When I merge two contacts, it would be nice if the newly merged document included all the data of the two. I just did a merge and lost the phone number, job title, and all the other info that I'd spent much time collecting. A real PITA.

1 Akzeptierte Lösung
Phil_Vallender
Lösung
Koryphäe | Diamond Partner
Koryphäe | Diamond Partner

Merging Contacts

lösung

Hi @realizeit

 

 The contact object in HubSpot only has one of each main property inside. So, when merging two contacts, losing some data is possible and is the intended behaviour of the app. 

 

For most contact properties, merging two contacts will result in the fields that have updated most recently being kept. Full details on the merge function are here: What happens when I merge two contacts?

 

Hope that helps.

Phil Vallender | HubSpot Website Agency

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13 Antworten
RBozeman
Teilnehmer/-in

Merging Contacts

lösung

Hi @realizeit,

 

Data retention features when merging still need to be fully fleshed out. I've seen this on the HubSpot ideas forum several times. HubSpot keeps the most recent value across the duplicate record, except for a handful of fields where they have specific rules for how those fields are handled. There is no way to customize this as far as I know without custom coding a solution. It is also potentially possible through Ops Hub, but you'd have to build out your rules and code them into there as well. 

 

Also wanted to mention that Insycle could help with this. Full disclosure, I work for Insycle.

 

With Insycle, you can set rules for choosing the resulting post-merge master record, or even choose how to retain data in each and every field. You can set rules on the field-level. For example, you could instruct Insycle to combine and append all values held by the duplicate records for a custom multi-select picklist field, so that you don't lose selections when HubSpot chooses the data that has been most recently updated.

 

Here is a recent article we published on data retention when merging that you might find helpful. If you have any questions about it let me know.

 

Ryan

0 Upvotes
kvlschaefer
Community-Manager/-in
Community-Manager/-in

Merging Contacts

lösung

Hi @RBozeman,

 

Thank you for sharing this insight with @RBozeman

 

Best,

Kristen


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0 Upvotes
joseph_cone
Teilnehmer/-in

Merging Contacts

lösung

Adding my two cents here to keep this conversation alive... we have many contacts that we NEED to be able to manually pick which property should stay on the merged contact.  Most recent does not necessarily = most accurate.  Even a more basic CRM like Keap allows for this: 

joseph_cone_1-1613529190554.png

 

Please HubSpot product team, make it so. 

TiphaineCuisset
Community-Manager/-in
Community-Manager/-in

Merging Contacts

lösung

Hi @joseph_cone 

 

Thank you for reaching out. 

 

This is not possible at this stage within HubSpot, I'd recommend upvoting this Idea in our Ideas Forum regarding this. You can also subscribe to the idea (Options > Subscribe) to get notified if the status changes. 

 

Thank you

Best

Tiphaine


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tankney
Teilnehmer/-in

Merging Contacts

lösung

Merging contacts is always a horrible task for me.  In a perfect world, I could merge through a screen that shows the properties for contact 1 on the left and contact 2 on the right and I can select which fields I would like to keep.  Keeping the most up to date field is not always the best or relevant information to keep.

Rachel_KL
Teilnehmer/-in

Merging Contacts

lösung

I really need the ability to "pick and choose" which fields overwrite when merging.  Sometimes I want info from contact a and sometimes I want other info from contact b.  Merging them together should give me the ability to have the best of both worlds, or in this case, contacts.  I don't want the most recent.  I want what's accurate or what most accurately applies to a contact.

Evans4316
Mitwirkender/Mitwirkende

Merging Contacts

lösung
I totally agree on this one! Well said Rachel!
 

@Rachel_KL wrote:

I really need the ability to "pick and choose" which fields overwrite when merging.  Sometimes I want info from contact a and sometimes I want other info from contact b.  Merging them together should give me the ability to have the best of both worlds, or in this case, contacts.  I don't want the most recent.  I want what's accurate or what most accurately applies to a contact.


deborahfelicio
Teilnehmer/-in

Merging Contacts

lösung

totally agreed! We have some serious issues with losing info as our check boxes gets replaced rather than merged or combined. Simpler CRMs (we came from Agile CRM) had  that option and it was great.

Evans4316
Mitwirkender/Mitwirkende

Merging Contacts

lösung

I so agree!! Drives me crazy~

0 Upvotes
Phil_Vallender
Lösung
Koryphäe | Diamond Partner
Koryphäe | Diamond Partner

Merging Contacts

lösung

Hi @realizeit

 

 The contact object in HubSpot only has one of each main property inside. So, when merging two contacts, losing some data is possible and is the intended behaviour of the app. 

 

For most contact properties, merging two contacts will result in the fields that have updated most recently being kept. Full details on the merge function are here: What happens when I merge two contacts?

 

Hope that helps.

Phil Vallender | HubSpot Website Agency
Gameblr-Vincent
Teilnehmer/-in

Merging Contacts

lösung

Some fields (including lists) are just overrided ; it is not the most recent one kept up.

For example, if I merge a contact being part of a list into a contact without list, the result will have no list.

That makes no sens !

Best would be, in case of conflict of unruled case, to ask to the client : pop-in with two tables, primary and secondary info ; keep or don't.

Best example is the conflict resolution of GIT, your developers must know about it Smiley (fröhlich)

0 Upvotes
Evans4316
Mitwirkender/Mitwirkende

Merging Contacts

lösung

I don't like the solution either....Especially if I want to designate one Contact as the primary and then merge the second Contact into it.  Right now...the Contact with the most current activity is designated as the Primary arbitrarily (or by Hubspot design).

 

At a minimum, it would be nice if it created a note or something.  I think more work is needed here. 

 

 

realizeit
Stratege/Strategin

Merging Contacts

lösung

But..I don't like the "intended behavior of the app." %-)